ETN · 8-K · 20261103PR000037
Order Backlog and Book-to-Bill
Eaton Corp plc · 2026-11-03 · Importance 63 · Surprise 64 · In source text
Eaton reported twelve-month rolling average organic orders up 39% in Electrical Americas, 51% in Electrical Global, and 20% in Aerospace, with order dollars reaching record levels across all three segments. September total backlog was up 33% year over year in Electrical Americas, 121% in Electrical Global, and 33% in Aerospace. Rolling twelve-month book-to-bill was 1.2 for both the Electrical businesses and Aerospace, indicating orders continued to exceed sales in those businesses.
Key facts
- Twelve-month rolling average organic orders increased 39% in Electrical Americas, 51% in Electrical Global and 20% in Aerospace, with order dollars reaching record levels in all three segments. source
- Eaton's total backlog grew year over year by 46% in Electrical and 33% in Aerospace. source
- Electrical Global's Q3 2026 twelve-month rolling average orders increased 51% organically. source
- Electrical Global backlog at the end of September 2026 was up 121% from September 2025. source
- Electrical Americas' Q3 2026 twelve-month rolling average orders increased 39% organically. source
- Electrical Americas backlog at the end of September 2026 was up 33% from September 2025. source
- Aerospace's Q3 2026 twelve-month rolling average orders increased 20% organically. source
- Aerospace backlog at the end of September 2026 was up 33% from September 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Twelve-month rolling average organic orders increased 39% in Electrical Americas, 51% in Electrical Global and 20% in Aerospace, with… |
| revenue | positive | probable | — | Eaton's total backlog grew year over year by 46% in Electrical and 33% in Aerospace. |